DODGX
Price
$280.03
Change
-$0.64 (-0.23%)
Updated
Oct 8 closing price
Net Assets
120.32B
SVIFX
Price
$9.62
Change
+$0.01 (+0.10%)
Updated
Oct 8 closing price
Net Assets
610.44M
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DODGX vs SVIFX

Header iconDODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFXBanner chart's image
Dodge & Cox Stock I
Price$280.03
Change-$0.64 (-0.23%)
VolumeN/A
Net Assets120.32B
Virtus Ceredex Large-Cap Value Equity C
Price$9.62
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets610.44M
DODGX vs SVIFX Comparison Chart in %
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DODGX vs. SVIFX commentary
Oct 09, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DODGX is a Buy and SVIFX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. SVIFX (610M). DODGX pays higher dividends than SVIFX: DODGX (1.33) vs SVIFX (0.61). DODGX was incepted earlier than SVIFX: DODGX (61 years) vs SVIFX (30 years). SVIFX (2.04) is less costly to investors than DODGX (0.51). SVIFX is a more actively managed with annual turnover of: 112.00 vs. DODGX (15.00). DODGX (2500) and SVIFX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 4.34 vs. SVIFX (-11.92). DODGX return over 5 years is better than : 70.06 vs. SVIFX (-16.57).
DODGXSVIFXDODGX / SVIFX
Total Expense Ratio0.511.7230%
Annual Report Gross Expense Ratio0.512.0425%
Fund Existence61 years30 years-
Gain YTD10.4136.188168%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets120B610M19,672%
Annual Yield % from dividends1.330.61217%
Returns for 1 year4.34-11.92-36%
Returns for 3 years42.7610.89393%
Returns for 5 years70.06-16.57-423%
Returns for 10 years76.75-34.81-221%
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